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Morningstar (MORN) Institutional Ownership

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$284.72 +2.39 (+0.85%)
As of 04/30/2025 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Morningstar (NASDAQ:MORN)

Current
Institutional Ownership
Percentage
57.02%
Number of
Institutional Buyers
(last 12 months)
249
Total
Institutional Inflows
(last 12 months)
$1.01B
Number of
Institutional Sellers
(last 12 months)
174
Total
Institutional Outflows
(last 12 months)
$794.35M
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MORN Institutional Buying and Selling by Quarter

Morningstar Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2025State of Michigan Retirement System6,500$1.95M0.0%+1.6%0.015%
4/30/2025Cerity Partners LLC5,426$1.63M0.0%+17.2%0.013%
4/30/2025Linden Thomas Advisory Services LLC5,200$1.56M0.2%+1.0%0.012%
4/30/2025M&T Bank Corp8,376$2.51M0.0%-8.7%0.020%
4/30/2025Crossmark Global Holdings Inc.1,215$364K0.0%-25.4%0.003%
4/29/2025 Envestnet Asset Management Inc.106,294$31.87M0.0%+12.9%0.248%
4/29/2025 Bank of New York Mellon Corp270,177$81.02M0.0%-6.2%0.631%
4/28/2025 Barlow Wealth Partners Inc.36,722$10.31M1.3%+2.1%0.086%
4/28/2025 Principal Financial Group Inc.76,327$22.89M0.0%-2.9%0.178%
4/28/2025 Teacher Retirement System of Texas26,888$8.06M0.0%-17.9%0.063%
4/28/2025 Smith Group Asset Management LLC1,450$435K0.0%+4.3%0.003%
4/25/2025 Amalgamated Bank12,789$3.84M0.0%-3.3%0.030%
4/25/2025 KBC Group NV1,064$319K0.0%-5.4%0.002%
4/24/2025 Allspring Global Investments Holdings LLC255,057$76.90M0.1%-6.6%0.595%
4/24/2025 Copeland Capital Management LLC103,384$31.00M0.6%-1.9%0.241%
4/24/2025 Bank of Stockton674$202K0.1%-11.3%0.002%
4/23/2025 Bessemer Group Inc.3,483$1.05M0.0%-4.6%0.008%
4/23/2025 Wealthquest Corp9,365$2.81M0.3%N/A0.022%
4/23/2025 Lecap Asset Management Ltd.5,782$1.73M0.4%N/A0.013%
4/23/2025 Cooper Investors PTY Ltd.24,387$7.31M1.2%+14.6%0.057%
4/23/2025 Legacy Advisors LLC2,905$871K0.1%-1.4%0.007%
4/23/2025 Asset Management One Co. Ltd.26,113$7.78M0.0%-16.1%0.061%
4/23/2025 Oppenheimer Asset Management Inc.14,061$4.22M0.1%+5.5%0.033%
4/21/2025 Blue Trust Inc.177$53K0.0%+172.3%0.000%
4/21/2025 Institute for Wealth Management LLC.1,171$351K0.0%N/A0.003%
4/21/2025 State of Alaska Department of Revenue15,237$4.57M0.1%+0.5%0.036%
4/21/2025 Cadent Capital Advisors LLC1,489$447K0.2%+6.7%0.003%
4/18/2025 Cardinal Capital Management12,335$3.70M0.6%+2.3%0.029%
4/17/2025 Chicago Capital LLC56,795$17.03M0.5%-1.5%0.133%
4/17/2025 QRG Capital Management Inc.1,049$315K0.0%+17.9%0.002%
4/17/2025 Precision Wealth Strategies LLC2,792$837K0.6%+8.9%0.007%
4/17/2025 Janney Montgomery Scott LLC3,282$984K0.0%-4.8%0.008%
4/17/2025 Brown Miller Wealth Management LLC669$200K0.1%N/A0.002%
4/16/2025 Wealth Enhancement Advisory Services LLC1,802$540K0.0%+9.7%0.004%
4/16/2025 Azzad Asset Management Inc. ADV8,688$2.61M0.3%N/A0.020%
4/15/2025 Simon Quick Advisors LLC3,555$1.07M0.1%+6.4%0.008%
4/15/2025 SG Americas Securities LLC2,458$737K0.0%+284.7%0.006%
4/14/2025 Yousif Capital Management LLC9,287$2.79M0.0%-2.1%0.022%
4/14/2025 Harbor Capital Advisors Inc.5,864$1.76M0.1%+4.2%0.014%
4/14/2025 Portside Wealth Group LLC4,998$1.50M0.2%-3.8%0.012%
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4/14/2025 Park Avenue Securities LLC1,629$489K0.0%+11.3%0.004%
4/14/2025 UMB Bank n.a.516$155K0.0%+10.5%0.001%
4/11/2025 Congress Asset Management Co.56,216$16.86M0.1%+14.6%0.131%
4/11/2025 Procyon Advisors LLC1,801$540K0.0%-7.7%0.004%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.318$95K0.0%N/A0.001%
4/10/2025 Hennion & Walsh Asset Management Inc.821$246K0.0%N/A0.002%
4/9/2025 Mechanics Bank Trust Department955$286K0.0%-9.2%0.002%
4/8/2025 Rhumbline Advisers76,177$22.84M0.0%-1.3%0.178%
4/8/2025 Parallel Advisors LLC1,181$354K0.0%-4.5%0.003%
4/7/2025 GAMMA Investing LLC144,237$43.25M0.0%+30,785.9%0.337%
4/3/2025 Versant Capital Management Inc811$243K0.0%+184.6%0.002%
4/1/2025 Confluence Investment Management LLC62,103$18.62M0.3%-2.0%0.145%
3/18/2025California State Teachers Retirement System25,970$8.75M0.0%-0.9%0.061%
3/17/2025 Wealth Enhancement Advisory Services LLC1,643$553K0.0%+13.2%0.004%
2/21/2025Kayne Anderson Rudnick Investment Management LLC975,193$328.41M0.8%-6.5%2.274%
2/20/2025Mackenzie Financial Corp2,716$915K0.0%N/A0.006%
2/20/2025Forum Financial Management LP662$223K0.0%N/A0.002%
2/19/2025Public Employees Retirement System of Ohio9,295$3.13M0.0%-5.3%0.022%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC98,337$33.12M0.0%+10.9%0.229%
2/17/2025Squarepoint Ops LLC10,703$3.60M0.0%-19.8%0.025%
2/17/2025Two Sigma Advisers LP20,600$6.94M0.0%+795.7%0.048%
2/17/2025Two Sigma Investments LP36,237$12.20M0.0%N/A0.085%
2/17/2025Tidal Investments LLC1,695$571K0.0%+40.3%0.004%
2/17/2025Select Equity Group L.P.1,374,435$462.86M1.8%-21.9%3.205%
2/17/2025Rafferty Asset Management LLC617$208K0.0%N/A0.001%
2/17/2025Point72 Hong Kong Ltd647$218K0.0%+257.5%0.002%
2/17/2025Praesidium Investment Management Company LLC90,058$30.33M5.1%-8.8%0.210%
2/17/2025ProShare Advisors LLC1,263$425K0.0%+7.4%0.003%
2/17/2025Quantinno Capital Management LP6,924$2.33M0.0%+25.1%0.016%
2/17/2025Man Group plc16,618$5.60M0.0%+23.1%0.039%
2/17/2025Nomura Holdings Inc.3,585$1.21M0.0%N/A0.008%
2/17/2025Nuveen Asset Management LLC90,029$30.32M0.0%+25.9%0.210%
2/17/2025Occudo Quantitative Strategies LP2,111$711K0.1%N/A0.005%
2/17/2025OMERS ADMINISTRATION Corp2,200$741K0.0%N/A0.005%
2/17/2025Millennium Management LLC287,658$96.87M0.0%-41.9%0.671%
2/17/2025Lazard Asset Management LLC1,690$569K0.0%N/A0.004%
2/17/2025Gotham Asset Management LLC2,595$874K0.0%-60.6%0.006%
2/17/2025Graham Capital Management L.P.1,774$597K0.0%N/A0.004%
2/17/2025Focus Partners Wealth3,712$1.28M0.0%-24.2%0.009%
2/17/2025Ensign Peak Advisors Inc12,972$4.37M0.0%-28.9%0.030%
2/17/2025Ethic Inc.2,578$868K0.0%+10.9%0.006%
2/17/2025Fiduciary Trust Co1,080$364K0.0%-9.4%0.003%
2/17/2025Deutsche Bank AG1,798$605K0.0%+2.4%0.004%
2/17/2025D. E. Shaw & Co. Inc.2,481$836K0.0%N/A0.006%
2/17/2025Corton Capital Inc.612$206K0.1%N/A0.001%
2/17/2025Cresset Asset Management LLC1,453$489K0.0%-37.6%0.003%
2/17/2025Cubist Systematic Strategies LLC5,711$1.92M0.0%-86.2%0.013%
2/17/2025Cetera Investment Advisers2,077$699K0.0%+8.0%0.005%
2/17/2025Captrust Financial Advisors9,026$3.04M0.0%+167.8%0.021%
2/17/2025Balyasny Asset Management L.P.168,026$56.58M0.1%N/A0.392%
The Man I Turn to In Times Like This (Ad)

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Market chaos? Hear Tilson’s take now
2/17/2025Bamco Inc. NY1,305,155$439.52M1.1%0.0%3.044%
2/17/2025Bank of America Corp DE1,303,330$438.91M0.0%-16.3%3.039%
2/17/2025Benjamin Edwards Inc.1,700$573K0.0%+8.8%0.004%
2/17/2025BNP Paribas Financial Markets4,333$1.46M0.0%-27.6%0.010%
2/17/2025Ameriprise Financial Inc.31,074$10.46M0.0%-3.0%0.072%
2/17/2025Algert Global LLC37,086$12.49M0.3%+45.4%0.086%
2/14/2025Jane Street Group LLC1,311$441K0.0%-56.8%0.003%
2/14/2025Comerica Bank8,912$3.00M0.0%-4.3%0.021%
2/14/2025Voleon Capital Management LP21,915$7.38M0.5%N/A0.051%
2/14/2025Schonfeld Strategic Advisors LLC7,390$2.49M0.0%+212.3%0.017%
(Data available from 1/1/2016 forward)

MORN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MORN shares?

During the previous two years, 414 institutional investors and hedge funds held shares of Morningstar. The most heavily invested institutionals were Vanguard Group Inc. ($944.14M), Select Equity Group L.P. ($462.86M), Morgan Stanley ($458.48M), Bamco Inc. NY ($439.52M), Bank of America Corp DE ($438.91M), Wellington Management Group LLP ($363.90M), and Massachusetts Financial Services Co. MA ($342.25M).Learn more on MORN's institutional investors.

What percentage of Morningstar stock is owned by institutional investors?

57.02% of Morningstar stock is owned by institutional investors. Learn more on MORN's institutional investor holdings.

Which institutional investors have been buying Morningstar stock?

Of the 348 institutional investors that purchased Morningstar stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wellington Management Group LLP ($644.73K), Norges Bank ($631.47K), Massachusetts Financial Services Co. MA ($555.40K), Perpetual Ltd ($392.11K), Kayne Anderson Rudnick Investment Management LLC ($378.67K), Millennium Management LLC ($194.12K), and M&G Plc ($182.81K).

How much institutional buying is happening at Morningstar?

Institutional investors have bought a total of 7,686,040 shares in the last 24 months. This purchase volume represents approximately $2.08B in transactions.

Which Morningstar major shareholders have been selling company stock?

Of the 216 institutional investors that sold Morningstar stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Select Equity Group L.P. ($545.44K), Artisan Partners Limited Partnership ($298.43K), Bank of America Corp DE ($253.26K), Kayne Anderson Rudnick Investment Management LLC ($235.43K), Principal Financial Group Inc. ($218.41K), Millennium Management LLC ($207.45K), and Amundi ($192.05K).

How much institutional selling is happening at Morningstar?

Institutional investors have sold a total of 4,089,092 shares in the last 24 months. This volume of shares sold represents approximately $1.18B in transactions.


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This page (NASDAQ:MORN) was last updated on 5/1/2025 by MarketBeat.com Staff
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